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Anchor Investment Management’s UnitedHealth UNH Stock Holding History

Anchor Investment Management’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.96M Buy
29,411
+1,462
+5% +$435K 0.66% 35
2025
Q4 		$9.23M Buy
27,949
+2,479
+10% +$840K 0.75% 26
2025
Q3 		$8.79M Sell
25,470
-2,628
-9% -$795K 0.73% 29
2025
Q2 		$8.77M Buy
28,098
+4,556
+19% +$1.74M 0.77% 30
2025
Q1 		$12.3M Buy
23,542
+570
+2% +$291K 1.15% 17
2024
Q4 		$11.6M Sell
22,972
-338
-1% -$192K 1.08% 18
2024
Q3 		$13.6M Buy
23,310
+1,128
+5% +$638K 1.29% 16
2024
Q2 		$11.3M Buy
22,182
+1,920
+9% +$941K 1.16% 19
2024
Q1 		$10M Buy
20,262
+627
+3% +$319K 1.05% 21
2023
Q4 		$10.3M Buy
19,635
+2,929
+18% +$1.56M 1.18% 17
2023
Q3 		$8.42M Buy
16,706
+916
+6% +$451K 1.1% 16
2023
Q2 		$7.59M Buy
15,790
+734
+5% +$359K 0.97% 22
2023
Q1 		$7.12M Buy
15,056
+406
+3% +$196K 0.97% 23
2022
Q4 		$7.77M Sell
14,650
-1,607
-10% -$851K 1.11% 19
2022
Q3 		$8.21M Buy
16,257
+73
+0.5% +$38.4K 1.27% 16
2022
Q2 		$8.31M Sell
16,184
-523
-3% -$263K 1.21% 17
2022
Q1 		$8.52M Buy
16,707
+475
+3% +$229K 1.08% 16
2021
Q4 		$8.15M Buy
16,232
+78
+0.5% +$35.3K 1.01% 18
2021
Q3 		$6.31M Buy
16,154
+131
+0.8% +$54.3K 0.88% 26
2021
Q2 		$6.42M Buy
16,023
+1,031
+7% +$411K 0.89% 24
2021
Q1 		$5.58M Buy
14,992
+2,122
+16% +$735K 0.85% 27
2020
Q4 		$4.51M Buy
12,870
+566
+5% +$190K 0.81% 29
2020
Q3 		$3.84M Buy
12,304
+864
+8% +$265K 0.78% 33
2020
Q2 		$3.37M Sell
11,440
-368
-3% -$105K 0.75% 31
2020
Q1 		$2.94M Buy
11,808
+298
+3% +$82K 0.76% 36
2019
Q4 		$3.38M Buy
11,510
+102
+0.9% +$26.7K 0.72% 35
2019
Q3 		$2.48M Buy
11,408
+113
+1% +$27.3K 0.57% 50
2019
Q2 		$2.76M Buy
11,295
+438
+4% +$105K 0.66% 39
2019
Q1 		$2.68M Buy
10,857
+715
+7% +$182K 0.67% 37
2018
Q4 		$2.53M Buy
10,142
+141
+1% +$37.2K 0.72% 33
2018
Q3 		$2.66M Sell
10,001
-13
-0.1% -$3.38K 0.61% 39
2018
Q2 		$2.46M Sell
10,014
-8
-0.1% -$1.92K 0.61% 39
2018
Q1 		$2.14M Sell
10,022
-105
-1% -$24K 0.56% 44
2017
Q4 		$2.23M Buy
10,127
+619
+7% +$131K 0.59% 46
2017
Q3 		$1.86M Buy
9,508
+103
+1% +$19.9K 0.55% 56
2017
Q2 		$1.74M Buy
9,405
+110
+1% +$19.3K 0.58% 50
2017
Q1 		$1.52M Sell
9,295
-490
-5% -$80.2K 0.52% 57
2016
Q4 		$1.57M Sell
9,785
-85
-0.9% -$12.7K 0.59% 47
2016
Q3 		$1.38M Sell
9,870
-145
-1% -$20.3K 0.54% 53
2016
Q2 		$1.41M Sell
10,015
-95
-0.9% -$12.7K 0.56% 52
2016
Q1 		$1.3M Buy
+10,110
New +$1.2M 0.53% 55

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Anchor Investment Management's UNH Position: Q1 2026 in Review

Anchor Investment Management increased its UnitedHealth (UNH) stake by 5.2% in Q1 2026, buying an estimated $435K and bringing the position to 29,411 shares worth $7.96M. The position accounts for 0.66% of the portfolio, ranked #35.

Anchor Investment Management first reported a position in UNH in Q1 2016 and has held it in 41 quarters since. The position peaked at $13.6M in Q3 2024. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Anchor Investment Management held 29,411 shares of UnitedHealth worth $7.96M as of Q1 2026.
  • Anchor Investment Management bought 1,462 UnitedHealth shares in Q1 2026, an estimated $435K.
  • UnitedHealth made up 0.66% of Anchor Investment Management's portfolio in Q1 2026, its #35 holding.
  • Anchor Investment Management first reported a position in UnitedHealth in Q1 2016 and has held it in 41 quarters since.
  • Anchor Investment Management's UnitedHealth position peaked at $13.6M in Q3 2024.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.